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| Provider | Service type | Compensation |
|---|---|---|
JESSICA SCHNEIDER8+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $136,681 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $121,000 |
ABERDEEN ASSET MANAGEMENT, INC.8+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $113,551 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $104,380 |
ANDREA KRUSZEWSKI8+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $100,291 |
IFM INVESTORS PTY LTD8+ years Filed as: IFM INVESTORS, LLC Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $83,187 |
TONI DICLEMENTE8+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $79,619 |
MARILEE HUFNAGEL8+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $76,458 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2683227 | Investment Management | $71,694 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 1301 EAST 9TH STREET · CLEVELAND, OH 44114 | Investment Management | $71,387 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.33% | -7.95%-3.4pp | -5.85%-5.5pp | 23.41%-34.7pp |
| Employer contribution / active EE | $17,723 | $13,972+26.8% | $31,839-44.3% | $12,650+40.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |